«Single European Semiconductor Strategy: Industry s Vision for Europe»

«Single European Semiconductor Strategy: Industry s Vision for Europe» Alain Astier STMicroelectronics Silicon Technology & Manufacturing Group Vice-President Strategic Programs SEMI BRUSSELS FORUM, MAY 24 th 2013

Single European Semiconductor Strategy Year 2012 : an historical year Since the last SEMI Brussels Forum of May 2012 : 2 during first half of the year, in the lack of news about K.E.T. s, several schools of thoughts were crossing European landscape, generating some emotional controversies. by mid-year, an informal meeting of CEO s/vip s from Top Semiconductor Companies/Institutes at Grenoble acknowledged the urgent need to speak of one voice in front of Public Authorities and Stakeholders Initiatives were launched for finding consensus among Actors; works completed in November with the Position Paper of CATRENE-AENEAS and the Action Program from SEMI Europe Members; European Authorities acknowledged that consensus with great satisfaction. Finally, at SEMI ISS 2013, a panel discussion between the main Actors of our European Semiconductor Industry was evidencing such consensus, insisting on the need for a fast implementation of K.E.T. recommendations

One European Voice : Position Paper 3

Single European Semiconductor Strategy Year 2013 : an other historical year 4 Yesterday, May 23 2013, European Commission Vice-President Nelly Kroes has published a New Industrial Policy for Electronics, saying Others are aggressively investing in computer chips and Europe cannot be left behind. We have to reinforce and connect our existing strongholds and develop new strengths. A rapid and strong coordination of public investment at EU, Member State and regional level is needed to ensure that transformation I want to double our chip production to around 20% of global production. I want Europe to produce more chips in Europe than the United States produces domestically. It's a realistic goal if we channel our investments properly." After more than 5 years of awareness ( cf White Paper of SEMI in 2008 and many further papers), European Authorities are definitively fixing the rules of the game, It s time now for Stakeholders to play the game!

Single European Semiconductor Strategy Fundamentals 5 Nanoelectronics is essential in all key application segments and all societal challenges solutions The world is not a level playing field, Europe needs a holistic approach in an aligned industrial strategy Europe has diversified strengths within a diversified landscape : efforts have to be balanced and focused among the various European Excellence Poles. The full value chain has to be involved, from R&D to Manufacturing, from IC Design to major semiconductorintensive Applications, with a strong engagement of National and European Authorities

The 3-pillar bridge in Horizon 2020 6 Excellent Science Industrial Leadership Societal Challenges

One European Semiconductor Strategy Priorities 1. To maintain our European R&D at World-Class level, with crossborder collaborative programs, co-leaded by the three main European R&D Institutes (IMEC, LETI, FhG) who are encouraged to develop more complementarity of their respective missions, as per the vision and the long term research roadmaps of ENI2 initiative 2. To provide our Equipment, Materials and Facilities Suppliers with European test bed platforms, for evaluating new solutions in close cooperation with End-Users as per their specifications 3. To implement European Pilot Lines for a fast industrialization of innovative Products on differentiated or advanced Technologies developed in Europe ( Cf Places2Be ENIAC project, led by ST, for FDSOI Technology, involving 19 Partners, 500Engineers) 4. To develop the European Design and Application Ecosystem for solving societal challenges ( in transport, security, energy, health.) 7

One European Semiconductor Strategy Done 8

One European Semiconductor Strategy To be Done A definitive IMPLEMENTATION plan, with : 9 one single Semiconductor Policy shared by National and European Authorities and all Stakeholders the KET initiative moving from what to do to how to do (budget,timing ), with an efficient and transparent follow-up process from the new KET High Level Group the Actors, via their Associations...as SEMI Europe, making coordinated proposals to European and National Authorities, coherently with the European Semiconductor Strategy.

One European Semiconductor Strategy Conclusion 10 Domain Semiconductors Y 2012 ST, IFX, NXP, Bosch, Intel-EU, GF-EU, Atmel-EU ARM, ASML, Soitec, Imec, Leti, FH-VmE, others... Applications Y 2012 Bosch, Conti, VW, BMW, Daimler, Fiat, PSA, EADS, Thales, Siemens, Alcatel, Nokia, Philips, others... Revenues worldwide B 30 6%/yr growth 730 3%/yr growth Nanoelectronics jobs in Europe, x1000 200 5%/yr growth 800 2.5%/yr growth Total Y 2012 (=2013) 760 1000 Total Y 2020 960 1250 The future is encouraging!...... if we are ACTING... as on NOW... all TOGETHER!